Cornerstone Planning Group’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Cornerstone Planning Group’s Portfolio LCTD Stock Details LCTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Buy	2,079 +39	+2%	+$2.26K	0.02%	219
2026 Q1	$118K	Buy	2,040 +2,017	+8,770%	+$115K	0.02%	224
2025 Q4	$1.32K	Buy	+23	New	+$1.24K	﹤0.01%	1288
2025 Q2	–	Sell	-157	Closed	-$7.36K	–	1627
2025 Q1	$7.36K	Buy	+157	New	+$7.22K	﹤0.01%	635

Other funds holding LCTD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cornerstone Planning Group's LCTD Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1.9% in Q2 2026, buying an estimated $2.26K and bringing the position to 2,079 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #219.

Cornerstone Planning Group first reported a position in LCTD in Q1 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Cornerstone Planning Group held 2,079 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $121K as of Q2 2026.
Cornerstone Planning Group bought 39 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.26K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #219 holding.
Cornerstone Planning Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.